See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $36,591 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $25,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,499 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,120 | $58,778+55.0% | $129,207-29.5% | $77,643+17.4% |
| Participation rate | 94.4% | 59.2%+35.2pp | 69.6%+24.8pp | 70.6%+23.8pp |
| Annual return | 17.75% | 24.73%-7.0pp | 9417.33%-9399.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $5,520 | $1,952+182.8% | $4,153+32.9% | $2,726+102.5% |
| Participant deferral / active EE | $9,598 | $3,212+198.8% | $4,168+130.3% | $4,647+106.5% |
| Admin fee / account holder | $97 | $589-83.6% | $7,715-98.7% | $430-77.5% |